CFP Board

Dan Moisand's firm joins the Institute for the Fiduciary Standard's new listing. Moisand is a former CFP Board official and ex-president of the FPA.

Will Chief District Judge Barbara Lynn be the first to rule against the regulation? Opponents of a case in Texas federal court have high hopes.

After more than three-and-a-half years at the helm, Mary Jo White made incremental moves to expand advisor exams, but did not move on structural reform or implement a uniform fiduciary standard, as many advocates had hoped.

While a federal court allowed the organization to file a brief saying it upheld fiduciary values, it should not be providing expert opinions, writes the founder of a fiduciary consulting firm.

New guidance from the Department of Labor provides conditions under which firms can offer bonuses and other compensation incentives.

One of the sanctioned advisers has 26 disclosure events listed on his FINRA BrokerCheck record while remaining in good standing with Ameriprise.

The long-running battle by two CFPs against the board comes to an abrupt end.

These certificants are multiplying — and so is their revenue.

The Institute for the Fiduciary Standard says the SEC and CFP Board have failed to define true client-first service. It aims to fill that gap with a new list.

The public has a right to review the board’s documents, husband-and-wife planners Jeffrey and Kimberly Camarda say.

Decision expected in appeal of case brought by advisers the board says called themselves fee-only inappropriately.

These investment advisories paid the price for passing along performance data faked by a third-party manager.

The department is defending the rule in three cases brought by Wall Street trade groups, which are aiming to dismantle the new regulation.

After taking away CFPs' right to sue the board, it makes two concessions to critics. Still, the process points to governance problems at the board, Michael Kitces says.

The final installment of our annual listing, organized alphabetically.

Retired air traffic controller and former FPA president Richard Salmen was named to a one-year term in 2018, succeeding Blaine Aiken.

The next installment of our annual listing, organized alphabetically.

The first installment of Financial Planning's listing of degree programs for prospective planners.

Find out where our annual list of financial planning degree programs at colleges and universities fall on the map.